Institutional Holders (2026 Q1)
180 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLMI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Axiom Financial Strategies, LLC | 11.66% | 1,336,255 | $33.1M |
| 2 | Midwest Financial Partners Investments, Inc. | 6.16% | 468,525 | $11.6M |
| 3 | Legacy CG, LLC | 4.36% | 633,482 | $15.7M |
| 4 | CENTRAL BANK & TRUST CO | 3.01% | 773,294 | $19.2M |
| 5 | PENNEY FINANCIAL, LLC | 2.79% | 293,015 | $7.3M |
| 6 | ROBINSON SMITH WEALTH ADVISORS LLC | 2.61% | 155,847 | $3.9M |
| 7 | Meeder Advisory Services, Inc. | 2.45% | 2,365,948 | $58.7M |
| 8 | Madrid Wealth Management, LLC | 1.96% | 104,702 | $2.6M |
| 9 | New England Private Wealth Advisors LLC | 1.96% | 683,218 | $16.9M |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.90% | 5,231,166 | $129.7M |
| 11 | Beacon Bridge Wealth Partners, LLC | 1.69% | 203,337 | $5.0M |
| 12 | Prentice Wealth Management LLC | 1.62% | 289,218 | $7.2M |
| 13 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 1.44% | 119,446 | $3.0M |
| 14 | Asio Capital, LLC | 1.21% | 347,320 | $8.6M |
| 15 | WULFF, HANSEN & CO. | 1.04% | 41,187 | $1.0M |
| 16 | Fire Capital Management LLC | 1.02% | 87,665 | $2.2M |
| 17 | ARWA LLC | 0.95% | 77,098 | $1.9M |
| 18 | Clarity Retirement & Wealth, LLC | 0.91% | 45,327 | $1.1M |
| 19 | TruWealth Advisors, LLC | 0.89% | 746,251 | $18.5M |
| 20 | ABOUND FINANCIAL, LLC | 0.84% | 78,013 | $1.9M |
| 21 | Wealth Alliance Advisory Group, LLC | 0.82% | 208,676 | $5.2M |
| 22 | Good Harbor Advisors, Inc. | 0.71% | 24,650 | $613K |
| 23 | Sequent Planning LLC | 0.71% | 117,826 | $2.9M |
| 24 | MFA WEALTH ADVISORS, LLC | 0.69% | 141,553 | $3.5M |
| 25 | Leeward Financial Partners, LLC | 0.68% | 92,752 | $2.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|